Katherine Grier

Katherine Grier
Virtual Premier Advisor

108 Providence Road, Suite 100

Charlotte, NC 28207

Katherine.Grier@truist.com

Phone (704) 208-3909

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About me

Background

I am a Virtual Premier Advisor with Truist servicing the Mid-Atlantic-NC West Market offering experience in the banking industry since 2021. As a Virtual Premier Advisor, I specialize in holistic Financial Planning. My purpose is to help empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations, while helping to provide an exceptional experience now and into the future.  My role as your Premier Advisor is to be your trusted financial partner, offering solutions and resources so you always feel supported and understood.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.


Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree
Appalachian State University
Masters Degree
Lander University

Personal interests

When not at work, I enjoy spending quality time with family and friends, volunteering in my community, watching and attending sport events, exploring new trails and dog parks with my golden doodle, Oreo, and trying new restaurants in and around the Charlotte area.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

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Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and/or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by Marsh & McLennan Agency, LLC (as successor in interest to McGriff Insurance Services, LLC) CA License #0H18131, Kensington Vanguard National Land Services, and Crump Life Insurance Services. Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable, LLC, Arkansas License #100110185. Member FINRA.

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